Paces Ferry Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $3.13M | Sell |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.74M | Buy |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $3.32M | Buy |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $4.05M | Buy |
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|
2021
Q3 | $3.47M | Sell |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $3.45M | Buy |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $2.13M | Buy |
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